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Andrew Teller

39 Years of Experience
Midland, TX
Broker

Andrew Teller is a registered investment advisor at RBC Capital Markets, LLC, based in Midland, TX, with 39 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

550 W. Texas Avenue, Suite 120, Midland, TX, 79701-4255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew serves on the board of directors for Shelton School & Evaluation Center and is a partner managing Floralyn Partners II LP. He is also a managing member of Rugger Lalaland Land Holdings, LLC, a cafe, and manages Hobe Sound Property Holdings, a capital expenditure account, dedicating minimal time to each of these activities.

Employment History
Current Registrations
RBC Capital Markets, LLC
June 2002 - Present · 24 yrs 1 mo
RBC Capital Markets, LLC
February 2001 - Present · 25 yrs 5 mos
RBC Capital Markets, LLCBroker
February 2001 - Present · 25 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.Broker
December 1997 - March 2001 · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
November 1997 - December 1997 · 1 mo
Principal Financial Securities,inc.Broker
January 1991 - December 1997 · 6 yrs 11 mos
Prudential-Bache Securities INC.Broker
April 1989 - January 1991 · 1 yr 9 mos
Rauscher Pierce Refsnes, INC.Broker
December 1986 - April 1989 · 2 yrs 4 mos
State Registrations36 states
ALARAZCACOCTDEFLGAHIINKSKYLAMEMIMNMOMSMTNCNJNMNYOHOKRISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.